Independent Banker

FEBRUARY 28, 2023

We can take that data and we can reach that person online,” Catalano says. “If Enhance the customer experience with first-party data Community banks pride themselves on offering excellent customer service and anticipating the needs of clients. Take online banking, for example. Prioritize data accuracy.

Community Bank 129

Community Bank Community Marketing Data 129

Gonzobanker

JUNE 26, 2019

The primary focus was integrating authentication with the credit union’s digital banking system to improve the online lending experience with prefilled applications. SchoolsFirst Federal Credit Union creatively applied CRM relationship and event tracking capabilities to “in the field” business development activities.

Idaho 140

Idaho Michigan System Lending 140

William Mills

APRIL 27, 2017

ALL LENDERS whether banks, credit unions or independent mortgage bankers MUST step up their customer experience and reduce costs with new technology from companies like BeSmartee. Again, another great UI show how a loan officer can work faster creating a better customer experience. Omnichannel campaigns online.

San Francisco 68

San Francisco social media San Jose Customer Experience 68